A popular package! The Gold Package offers the flexibility and options many California/Nevada homeowners need – from real property to digital assets, this package has it all. With up to two included real property transfers with recording with the county, you can rest assured that your loved ones will not have to worry about chasing a first or second home through probate court.
You will have peace of mind knowing that the Gold Package comes with one (1) future simple amendment to your trust’s listing of trustees or beneficiaries.
Also, this package unlocks the availability of the Mobility Service. Mobility means you can stay in the comfort of your home or business and have a live attorney come to you for an additional fee.
Here’s everything that’s included in the Gold Package:
- Living Trust
- Pour-Over Will
- Advanced Healthcare Directive
- Durable Power of Attorney for Finances
- Transfer Deeds for up to Two (2) California/Nevada Real Properties (Recording Included), or
One (1) Future Amendment - Digital Asset Planning Guide and Memorandum
- Real Property Title Analysis
- Assignment of Personal Property to Trust
- In-Office Notary Services
- Custom Estate Planning Portfolio
- Instructions for Funding Your Trust
- Mobility Service Available for an added fee
Want to try something other than the Gold Package?
